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Estate accounts

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  • #31
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    • #32
      I have decided not to not sign the final accounts due to the lack of information with in the invoices supplied . The solicitors acting for the administration are now advising me they will be taking this to court for approval and any cost will come out of the estate.
      will I be asked by the court why I am objecting to the final accounts?
      And if they agree the invoices do not carry any information to link them to the estate would they be able to make the administrator pay any court cost/expenses personally or would the costs still come out of the estates funds

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      • #33
        I have paid the solicitors to view the invoices I have concerns about. Would this payment need to be shown in the final accounts.
        If a beneficiary receives an amended final accounts to approve would the other beneficiaries need to receive the amended accounts for their approval

        thanks for any advice given
        bomber99

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        • #34
          Any help/advice plz

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          • #35
            I am now considering taking my complaint to the legal ombudsman but before I do I am seeking advice.
            As mentioned in post 33 I paid the administrator’s solicitors a fee for the privilege to view some of the estates invoices. When I paid their charges they deposited the monies into the estates account. When the beneficiaries received the final estate accounts there was no mention of this payment yet when I received an amended set of estate accounts it was showing, but when the other beneficiaries received their amended estate accounts the payment was not showing.
            When questioning the solicitor about this they said the fee I paid was only included in the Final accounts I received was just solely for my information only and basically the page that this payment was on was just a balance sheet.

            So am I correct in thinking any money paid into and out off the estate accounts should be included in the final estate accounts which should have included the fee I paid the administrators solicitors?

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            • #36
              Why are you chopping and changing between threads?
              Lawyer (solicitor) - retired from practice, now supervising solicitor in a university law clinic. I do not advise by private message.

              Guides and handbooks for Litigants in Person - :

              https://legalbeagles.info/forums/for...60#post1701560

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              • #37
                ATTICUS
                I was referring to to my post 33 ?
                sorry if I’ve messed up
                ​​​​​​​

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                • #38
                  Sorry if I was confused. I thought the complaint you say you intend to make is following up your SRA thread.
                  Lawyer (solicitor) - retired from practice, now supervising solicitor in a university law clinic. I do not advise by private message.

                  Guides and handbooks for Litigants in Person - :

                  https://legalbeagles.info/forums/for...60#post1701560

                  Comment


                  • #39
                    Hi ATTICUS

                    Do you have any thoughts on post 35?

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                    • #40
                      It is not clear to me that the fee that you paid the solicitors is an item to be included in the estate accounts, for the reason that this charge does not appear to have been a transaction with the estate.

                      I may be wrong in this.
                      Lawyer (solicitor) - retired from practice, now supervising solicitor in a university law clinic. I do not advise by private message.

                      Guides and handbooks for Litigants in Person - :

                      https://legalbeagles.info/forums/for...60#post1701560

                      Comment


                      • #41
                        Originally posted by Bomber99 View Post
                        So am I correct in thinking any money paid into and out off the estate accounts should be included in the final estate accounts which should have included the fee I paid the administrators solicitors?
                        As atticus has said, it sounds like that fee is between you and the solicitor, and so isn't really relevant to the estate.

                        Even if the fee you paid was considered to be an estate receipt then there would be a matching estate payment to the solicitor (since the fee was presumably for additional work the solicitor had to do) so the net result would not impact the estate accounts. As the final estate accounts had already been distributed it would not make sense for the solicitor to incur additional estate costs by re-drafting and re-distributing the accounts for something that made no material difference.

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